Integration
Connect Skyvern and WorkflowMax
When New or Updated Skyvern Workflow fires in Skyvern, your agent runs Create Job Task in WorkflowMax, or Job Category Created in WorkflowMax to Create and Run a Task in Skyvern. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Skyvern and WorkflowMax to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Skyvern and WorkflowMax can do together
From Skyvern to WorkflowMax
When New or Updated Skyvern Workflow in Skyvern
then Create Job Task in WorkflowMax
When New or Updated Skyvern Workflow in Skyvern
then Create Lead in WorkflowMax
From WorkflowMax to Skyvern
When Job Category Created in WorkflowMax
then Create and Run a Task in Skyvern
When Job Cost Added in WorkflowMax
then Create and Run Task V2 in Skyvern
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Skyvern and WorkflowMax
Triggers and actions 24 triggers · 34 actions
Trigger
New or Updated Skyvern WorkflowTriggers when a Skyvern workflow (agent) is created or a new version of it is saved.
Action
Add browser sessionCreates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link.
Action
Add credentialCreates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents.
Action
Add workflowCreates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow.
Action
Cancel runCancels a running Skyvern task run or workflow run by its id.
Action
Create and Run a TaskStarts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app.
Action
Create and Run Task V2Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status.
Action
Delete workflowDeletes a Skyvern workflow (agent) by its ID.
Action
Get a Browser SessionReturns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings.
Action
Get a TaskReturns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots.
Action
Get a Task V2Returns the status, output, recording and screenshots of a Skyvern task run.
Action
Get a WorkflowReturns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings.
Action
List credentialsReturns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included.
Action
List runsReturns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term.
Action
List workflowsReturns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows.
Action
Run a WorkflowStarts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link.
Trigger
Job Category CreatedTriggers when a new job category is created in WorkflowMax.
Trigger
Job Cost AddedTriggers when a new cost is added to any job.
Trigger
Job Document AddedTriggers when a new document is added to the selected WorkflowMax job.
Trigger
Job Task AddedTriggers when a new task is added to a job in WorkflowMax.
Trigger
Job Task CompletedTriggers when a task on the selected job is marked completed.
Trigger
Job Task UpdatedTriggers when a task on the chosen job is added or changed.
Trigger
Job UpdatedTriggers when a job is created or any of its details change in WorkflowMax.
Trigger
List Job TasksTriggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
Trigger
New Client CreatedTriggers when a new client is created in WorkflowMax.
Trigger
New Cost CreatedTriggers when a new cost item is added to the WorkflowMax cost list.
Trigger
New Custom Field CreatedTriggers when a new custom field definition is created in WorkflowMax.
Trigger
New Invoice CreatedTriggers when a new invoice is created in WorkflowMax.
Trigger
New Job CreatedTriggers when a new job is created in WorkflowMax.
Trigger
New Job StatusTriggers when a new job status is added to the WorkflowMax account.
Trigger
New LeadTriggers when a new lead is added in WorkflowMax.
Trigger
New or Updated QuoteTriggers when a quote is created or an existing quote changes in WorkflowMax.
Trigger
New PO Bill CreatedTriggers when a new bill is created against a purchase order in WorkflowMax.
Trigger
New Purchase Order CreatedTriggers when a new purchase order is created in WorkflowMax.
Trigger
New Quote AcceptedTriggers when a quote in WorkflowMax is accepted.
Trigger
New Quote IssuedTriggers when a quote in WorkflowMax is in the Issued state.
Trigger
New Supplier CreatedTriggers when a new supplier is created in WorkflowMax.
Trigger
New Task CreatedTriggers when a new task type is created in WorkflowMax settings.
Trigger
New Timesheet CreatedTriggers when a new timesheet entry is created in WorkflowMax.
Action
Create ClientCreates a new client in WorkflowMax.
Action
Create Cost AdminCreates a cost item in the WorkflowMax cost settings list.
Action
Create JobCreates a new job in WorkflowMax for a client.
Action
Create Job CostAdds a cost line to an existing WorkflowMax job.
Action
Create Job TaskAdds a task from your WorkflowMax task list to a job.
Action
Create LeadCreates a new lead in WorkflowMax.
Action
Create Purchase OrderCreates a draft purchase order with one line for a job and supplier.
Action
Create Task AdminCreates a task in your WorkflowMax task list, which can then be added to jobs.
Action
Create TimesheetLogs time against a job task for a staff member.
Action
Find AccountFinds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
Action
Find Business StructureFinds client business structures (such as Company or Sole Trader) whose name contains the text you give.
Action
Find ClientFinds clients whose name contains the text you give.
Action
Find Client TypeFinds client types in WorkflowMax whose name contains the text you supply.
Action
Find JobFinds jobs whose name or job number contains the text you supply.
Action
Find Job CostFinds costs on a WorkflowMax job whose description or code contains the text you supply.
Action
Find Job StatusFinds job statuses in your WorkflowMax account whose name contains the text you give.
Action
Find Job TaskFinds the tasks on a job whose name or description contains the text you supply.
Action
Find StaffFinds staff members in WorkflowMax whose name or email contains the text you supply.
Action
Find TaxFinds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Skyvern
Skyvern to World BankThe World Bank Open Data API publishes global development statistics for every country and region.
Skyvern to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Skyvern to StripeStripe is a payment processing platform for online businesses.
Skyvern to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Skyvern to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Skyvern to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into WorkflowMax
HubSpot to WorkflowMaxHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to WorkflowMaxSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to WorkflowMaxSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to WorkflowMaxGoogle Sheets
Gmail to WorkflowMaxGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to WorkflowMaxGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Skyvern and WorkflowMax, answered
What can start an automation from Skyvern?
Any of Skyvern's 1 trigger in the catalog, including New or Updated Skyvern Workflow. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WorkflowMax when something happens in Skyvern?
Any of WorkflowMax's 19 actions, including Create Client, Create Cost Admin, Create Job and Create Job Cost. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WorkflowMax to Skyvern?
Yes. When something happens in WorkflowMax, your agent can act in Skyvern too. This page covers both directions: WorkflowMax's triggers and Skyvern's actions are listed here as well.
Do I have to build a connector for Skyvern or WorkflowMax?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.